Position in SLQT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$116,197
+$21,826 QoQ
Shares Held
138,166
-7.8% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 156 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLQT Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $903,232,602 across 19 Insurance Brokers names. SLQT ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
325,319 | $12,284,044 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 |
All Filings in SLQT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,197 | 138,166 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $94,371 | 149,797 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $345,351 | 244,930 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $353,965 | 180,595 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $395,379 | 166,126 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $523,534 | 156,747 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $576,395 | 154,945 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $296,603 | 136,684 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $369,958 | 134,043 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $263,010 | 131,505 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $180,195 | 131,530 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $144,305 | 123,339 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $279,675 | 143,424 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $250,684 | 115,523 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,711 | 93,322 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $77,560 | 106,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $266,636 | 107,515 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $488,742 | 175,177 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,281,408 | 141,436 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,106,095 | 85,545 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,734,165 | 193,882 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,276,446 | 178,802 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,683,451 | 129,323 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,531,106 | 124,993 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,058,155 | 318,127 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||